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Split payments to different ledger accounts

This article covers the splitting of payments data into different Xero ledger accounts.

The Xero Integration setup guide outlines the various steps to follow in order to get going with Xero. It covers the basic default settings such as sales, payment, purchases, COGS, and adjustments ledger account settings. Those default settings can be augmented to sync payments and sales to different accounts depending on tax rates, payment gateways, and so on. The following article outlines the steps to follow to sync your payment data to different Xero accounts.

Add a payment sync rule

Follow the steps below to add a payment sync rule to your Xero integration.

  1. Under Integrations
  2. Click View Settings under the Xero integration tile
  3. Under Payments accounts section, click Add Sync Rule
  4. Choose a condition
  5. Type in or choose a value
  6. Choose the ledger account you want this type of data to sync to
  7. Once you set the conditions and values, Click Add payment rule

The table below outlines the payment sync rules supported as of today:

Sync rule name (condition)How it works
Payment gateway nameSync payments into different ledger accounts depending on the payment’s gateway information. The payment gateways shown by Qoblex are those we are aware of up present time. Please do let us know if your gateway name does not appear in the list.
Payment from storeSync payments into different ledger accounts depending on the online store it originated from. This rule is commonly used to split out payments originating from different Shopify stores.
Payment from LocationSync payments into different ledger accounts depending on the order location

Remove a payment sync rule

To remove a sale sync rule:

  1. Go to Integrations
  2. Click on Settings on the Xero integration tile
  3. Under Payments Accounts, find the rule you want to delete
  4. Click on the cross (❌) symbol next to the rule you created.

Once you are done creating rules and making other changes to your Xero integration settings, you can click on Save Changes.

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